Receiving Stock As a Casual User

Page Name	Definition Name	Usage
Receive Items Page	PV_PO_PICK_ORDERSC	Select items to receive.
Receive Page	PV_RECV_WPO	Add or change a receipt.
Receipt Header Comments Page	PV_RECV_COMMENTS	Record one or more comments at the header level of this receipt and add attachments. You cannot access this page unless your user ID is linked to the eProcurement role action of MULTI_COMMENTS.
Standard Comments Page	PV_STD_COMM_SEC	Use this page to apply a standard comment as a comment to the receipt line or receipt header. Standard comments are frequently used comments that have been defined in the system using the Standard Comments (STANDARD_COMMENTS) and Standard Comment Type (STD_COMMENT_TYPE) components. Enter search criteria of Comment Type, Comment ID, or Description and then click the Search button to display the standard comments. Select a standard comment and click OK to apply the comment to the requisition. Select the Standard Comments link on the Receipt Header Comments page. Select the Standard Comments link on the Receipt Line Comments page.
Reject Shipment Page	PV_RECV_REJECT	Reject a shipment. Click the Reject Shipment link on the Receive page.
Line Details Page	PV_RECV_WPO_DETAIL	View more information about the item, all receipts from this requisition, and the PO that is used. Click the Details button on the Receive page.
Receipt Line Comments Page	PV_RECV_COMMENTS	Use this page to record the condition of the shipment when it arrived at the location (good, fair, or damaged), add comments about the receipt line, and add attachments to the receipt line. You are limited to one comment and no attachments unless your user ID is linked to the eProcurement role action of MULTI_COMMENTS. Click the Receive Comments icon on the Receive page.
Asset Management Information Page	RECV_WPO_AM	Review or add asset information to an item. This page is used only when the item is an asset item.
Inventory Putaway Information Page	RECV_WPO_PUTAWAY	Enter the location of an item.
Inventory Item Information Page	RECV_INV_ITEMS_SP	View the inventory information that is defined for this item on the Item Definition page. Click the Inventory Item Info link on the Inventory Putaway Information page.
Storage Location Search Page	RECV_STOR_LOC_SRCH	Search for a material storage location in PeopleSoft Inventory, where you can put the received items. Click the Search button on the Inventory Putaway Information page.
Manage Receipts Page	PV_RECV_UPDATE_REQ	View recorded receipts. Add details, return items to supplier, or cancel a receipt.

Use the Receive Items page (PV_PO_PICK_ORDERSC) to select items to receive.

Navigation:

eProcurement > Receive Items

For a requisition line to appear on this page, the item must have been placed on a PO and dispatched to the supplier. You can view the requisitions that you entered and those that were purchased for you. When the entire quantity of the item has been received, the requisition line no longer appears on this page.

Requisition Lines to Receive Tab

Field or Control	Description
Receive Selected	Click to receive the requisition lines that you select on this page. The system displays the Receive page, where you can make changes to the receipt quantity, review requisition details, and add comments.
Requisition	Select the check box to the left of the line, and click Receive Selected to display the Receive page.
Item Description	Click to access the Item Description page, where you can review item details and an item image, if it's available.
Total Req Qty/Amt (total requested quantity/amount)	Displays a quantity only if one of the lines was over received and a return to supplier (RTV) was created to return the excess stock. This is the quantity that you expect to receive (the requisition quantity or the overage amount).
Accepted to Date	Displays the number of items that have been accepted to date.
Ship To	Displays the business unit to which the requisition item is going to be shipped.
Attention To	Displays the name of the individual who should receive the items or services on this requisition line. Once the shipment is physically received, this individual should record the receipt, enabling the buyers to track the quality and promptness of the supplier.
Supplier	Displays the supplier who is supplying the item.
Check All	Click this button to select all requisition lines with the same supplier as the first line or as the line you have already selected. One receipt can include only one supplier; therefore, not all displayed lines are selected by this button.
Inquire Receipts and Manage Return to Suppliers	Click these links to display previously recorded receipts or RTVs for the requisitions. This information verifies that a receipt form or an RTV has been entered for this shipment.

Warning! Do not change the RTV Adjust Sourcing option after transactions have been recorded in PeopleSoft eProcurement. Changing this option may alter the quantities that appear so that they become inconsistent in the PeopleSoft eProcurement receiving and RTV transactions.

Purchase Order Details Tab

Select the Purchase Order Details tab.

Field or Control	Description
PO Qty (purchase order quantity)	Displays the quantity for this PO.
Recv Reqd (receiving required)	Displays Y (yes) or N (no) to indicate whether the item requires receiving to pay the supplier for the goods. You do not need to enter a receipt for any item that is marked with N.

Use the Receive page (PV_RECV_WPO) to add or change a receipt.

Navigation:

eProcurement > Receive Items

Search for items to retrieve, and then click the Details icon of the item to review or update.

Add a new receipt of one or more PO lines and reject and inspect received quantities. Before creating a receipt, verify that the PO was dispatched.

Field or Control	Description
Receipt No (receipt number) or New Receipt	Displays the receipt ID that was assigned when the receipt was entered. If you are adding a new receipt, the words New Receipt appear until the page is saved. Then a receipt ID is assigned automatically.
Received Date	Enter the date that the shipment arrived. The default is today's date, but you can change it if the shipment arrived earlier.
Add Header Comments	Select to access the Receipt Header Comments page, where you can record one or more comments at the header-level of this receipt and add attachments. This link is not visible unless your user ID is linked to the eProcurement role action of MULTI_COMMENTS.
Reject Shipment	Click to access the Reject Shipment page, where you can reject some or all of the items that are sent to you.
Item Description	Click this link to view a detailed description and picture (if available) of the item.
Received Qty (received quantity)	Enter the quantity of the items that you received.
Clone Quantity	Click the Clone Quantity button to copy the received quantity from one line to all other lines on this form. This button saves data entry steps when you have many line items.
UOM (unit of measure)	Select the type of unit by which the item was shipped to you, for example, by box, each, and so on.
Accept Qty (accept quantity)	Displays the number of items that you are accepting. If you do not reject any items by clicking the Reject Shipment link and entering the quantity that you are rejecting on the Reject Shipment page, the system assumes that you are accepting all of the items that you received. If you rejected any items, the system automatically calculates the accepted quantity when you click OK.
	Click the Details button to access the Line Details page, where you can view more data about the item, the PO that you are receiving, and the previous and current receipts.
(Receive Comments icon)	Select this icon to access the Receipt Line Comments page, where you can record the condition of the shipment when it arrived at the location (good, fair, or damaged), add comments about the receipt line, and add attachments to the receipt line. You are limited to one comment and no attachments unless your user ID is linked to the eProcurement role action of MULTI_COMMENTS.
(PO Comments icon)	Select this icon to view comments added on the purchase order at the header-level, line-level, or ship to level. To appear here, the purchase order comments must have been marked with the Show at Receipt check box.
Asset Status	Click to access the Asset Management Information page, where you can view or change the fixed asset information, such as serial ID and asset profile ID. This link appears only if the item is designated as a fixed asset for PeopleSoft Asset Management.
Inventory Status	Click to access the Inventory Putaway Information page, where you can view or change the inventory information, such as serial ID and warehouse location. This link appears only if the item is designated as a PeopleSoft Inventory item.
(Device Tracking icon)	Click the Device Tracking button to access the Device Tracking page.
Inquire Return to Suppliers	Click to access the Manage Return to Suppliers page, where you can view a list of suppliers from which you have canceled orders, closed orders, open orders, or shipped orders.
Inquire Receipts	Click to access the Manage Receipts page, where you can view a list of requisitions, receipt numbers, received date, PO IDs, received quantity, and status of receipts.
Procurement Group ID	(Display only) Displays the Procurement Group ID for the item upon saving the component if the purchasing group options are enabled. When saving the component, the existing rows in the RECV_LN_ASSET record are updated with the Procurement Group ID, Primary Unit, Unit Allocation Quantity, and Unit Allocation Amount). See Setting Up Procurement Groups
Primary Unit	(Display only) Displays as selected if this item is the primary unit for the Procurement Group ID, if applicable. When saving the component, all of the procurement group fields are populated on the page and the existing rows in the RECV_LN_ASSET record are updated with the Procurement Group ID, Primary Unit, Unit Allocation Quantity, and Unit Allocation Amount).
Unit Allocation Qty	(Display only) Displays upon saving the component, if applicable. If the receipt distribution quantity exceeds the allocation quantity the system repeats the first RECV_LN_ASSET row for the remainder of the allocation quantity until it totals the distribution quantity.
Unit Allocation Amt	(Display only) Displays upon saving the component, if applicable. If the receipt distribution amount exceeds the allocation amount, the system repeats the first RECV_LN_ASSET row for the remainder of the allocation amount until it totals the distribution amount.

Use the Reject Shipment page (PV_RECV_REJECT) to reject a shipment.

Navigation:

Click the Reject Shipment link on the Receive page.

Reject some or all of the items that you are recording in this receipt by entering information about each item that you are rejecting.

Field or Control	Description
Reject Qty (reject quantity)	Enter the quantity of the item that you are rejecting. This can be all or part of the quantity that was delivered to you (the received quantity). When you enter a quantity and move out of the field, the remaining fields on this page are available for entry.
Reject Reason	Select the reason why you are rejecting the items.
Reject Action	Select how you want the supplier to correct the mistake. This is an information field; to return stock to the supplier, use the Return to Supplier page.
RMA Number (return material authorization number) and RMA Line (return material authorization line)	Enter the return material authorization number and line number that the supplier provided .

The Receipt Header Comments page and the Receipt Line Comments page use the same fields. Navigation is different and each page adds comments and attachments to a different part of the receipt.

Use the Receipt Header Comments page (PV_RECV_COMMENTS) to record one or more comments at the header level of this receipt and add attachments.

You cannot access this page unless your user ID is linked to the eProcurement role action of MULTI_COMMENTS.

Navigation:

Click the Add Header Comments link on the Receive page.

Field or Control	Description
Condition	(Receipt Line Comment page only) Select the general condition of the shipment; the options are Good, Fair, and Damaged.
(Add a New Row icon)	Select to add a new comment field. Comments are numbered as you add them.
Use Standard Comments	Click to access the Standard Comments page (PV_STD_COMM_SEC), where you can select a standard comment to be applied as a comment to this receipt. Standard comments are frequently used comments that have been defined in the system using the Standard Comments (STANDARD_COMMENTS) and Standard Comment Type (STD_COMMENT_TYPE) components. See Setting Up Standard Comments.
(Spell Check Comment icon)	Click to perform a spell check on the comment.
Add Attachments	Click to access the File Attachments window, where you can browse and select a file to be attached to this comment. Only one file can be attached to each comment. Once a file is attached, the Attachment group box displays the file details including file name, the user who attached it, and the date and time it was attached. The Send Supplier check box applies to each file separately.
Show at Voucher	Select if you want this comment to appear on the voucher.
OK	Select to return to the Receive page with the comments and attachments that you have added on this page.
Cancel	Select to return to the Receive page without saving the changes that were added to this page.

Use the Asset Management Information page (RECV_WPO_AM) to review or add asset information to an item.

Navigation:

Click the Asset Status link on the Receive page.

Field or Control	Description
Select Action	Select appropriate action from the given options that has to be applied for the asset details.
Tag Number	The value for this field is generated if you select action Assign Tag Ids in the Select Action drop down list.
Serial ID	The value for this field is generated if you select action Assign Serial Ids in the Select Action drop down list.
Insert Non-Serial Row	Click to distribute non-serialized item rows to different asset management custodians and locations. This generates another asset row for the same asset management (AM) unit. If you split the AM quantity, you must reduce the earlier AM quantities for this unit. The total AM quantity for this unit must match the total quantity that you've accepted. When an item is inventory-related, you can't split a quantity of one for a serialized row.
Next Asset ID	Click to assign a temporary value of AUTO-ASSIGN as the line item's asset ID value. This value is replaced with the next available asset ID value when you save the receipt.
AM Business Unit (asset management unit)	Displays the PeopleSoft Asset Management business unit, where the item is capitalized.
CAP Sequence (capital acquisition planning sequence)	Displays the sequence number for the capital acquisition plan.
Cost Type	Enter the cost type code for the receipt item if applicable. Cost types represent different components of the cost of an asset, such as materials, labor, and overhead. For example, you can differentiate between the cost of building an asset and its market value by allocating the cost of production to one cost type and the margin of profit to another cost type. Cost type, combined with the asset category and transaction code, determines the general ledger accounts into which the costs are entered.
Sel (select)	Select to display the Insert Non-Serial Row button if you want to distribute non-serialized item rows to different asset management custodians and locations.
Dist Seq (distribution sequence)	Displays the receiving distribution sequence number that is associated with the selected asset row.
Quantity	Enter the item quantity that is being distributed on the selected distribution sequence.
(Cancel Row icon)	Click the Cancel Row button to cancel this asset schedule information. If the receipt has not been interfaced, this asset row is not interfaced and is deleted during receipt interface processing. If the receipt is interfaced, a retire asset transaction is passed to PeopleSoft Asset Management.

Use the Inventory Putaway Information page (RECV_INV_ITEMS_SP) to enter the location of an item.

Navigation:

Click the Inventory Status link on the Receive page.

Enter or review the location in PeopleSoft Inventory where this item will be placed; record serial and lot IDs. If the item that you are receiving was marked as a PeopleSoft Inventory item (and PeopleSoft Inventory is installed), use this page to record the information that is required to put the item in inventory. The default information appears from the item definition. Change this information only if you are storing the item in a different inventory location.

Field or Control	Description
Status	Displays the receipt shipping status. The status can be Open, Received, Closed, Canceled, or Hold. If the status is Open or Received, then you can change the inventory distribution information on this page.
Select Action	Select appropriate action from the given options that has to be applied for the inventory putaway details.
Serial ID	The value for this field is generated if you select action Assign Serial Ids in the Select Action drop down list.
Lot ID	The value for this field is generated if you select action Assign Lot Ids in the Select Action drop down list.
Insert Non-Serial Row	Click to split out non-serialized item row quantities to different putaway locations. This generates another putaway row for the same PeopleSoft Inventory business unit. You must reduce the earlier putaway quantities for this unit if you split a putaway. The total putaway quantity for this unit must match the total quantity that you've accepted. When an item is inventory-related, you cannot split a quantity of one for a serialized row.
Distribution Line Number	Displays the distribution line number. The distribution level of the purchase order records the internal location where the stock is to be delivered.
Consigned	Select if the stock is defined as consigned goods. The costs of consigned goods are not recorded until the item is used or shipped.
Non-Owned Item	Select if the stock is defined as not owned. The costs of non-owned goods are not recorded unless they are also marked as consigned goods.
Location Code	Displays the delivery location within the shipment address to which this stock should go.

You can view and change item information and location in the inventory warehouse.

Field or Control	Description
Sel (select)	Select to display the Insert Non-Serial Row button if you need to insert a non-serial row number for this row.
Quantity	Enter the quantity for this row. The total of all the rows must equal the accept quantity on the Receipt form.
Expiration Date	Displays the date that the stock expires. The default date is based on the item definition; you can change it.
Area	Displays the storage area of the inventory warehouse where this item will be stored. The default information here is based on the item defaults. You can change the value.
Search	Click the Search button to access a search page, where you can select the material storage location for the item in the inventory warehouse.
Lev 1, Lev 2, Lev 3, Lev 4 (level 1, level 2, level 3, level 4)	Displays the levels of the inventory warehouse (subdivisions of the Area field) in which this item will be stored. The default information is based on the item defaults. You can change the value. If PeopleSoft Inventory does not use this field, it may be blank.
Container	Enter the container ID if the inventory system uses container management (license plating). This ID can also be assigned later in PeopleSoft Inventory.

Use the Manage Receipts page (PV_RECV_UPDATE_REQ) to view recorded receipts.

Add details, return items to supplier, or cancel a receipt.

Navigation:

Click the Inquire Receipts link on the Receive page.

The maximum number of rows that are retrieved and that appear on this page can be defined on the eProcurement Installation Options page. If the search returns more than the defined number of rows, an error message appears.

Field or Control	Description
Show Status	Select to view receipts with these statuses: All: Receipts of any status. Closed/Cancelled: Receipts that have been closed or canceled. Closed: Receipts have been completed. No further processing is required. Moved: Receipts that have been entered, have passed all edits, and have been sent to PeopleSoft Inventory or Asset Management. Received/Open: Receipts with the status Open or Received. This is the default status.
Requisition Name	Search by the name of a specific requisition. The requisition name is the name that the requester assigned when creating the requisition. If a name was not assigned, the system uses the requisition ID as the name. This limits the search results to one specific requisition.
	Click the Details button to access the Receive page, where you can view and change this receipt.
	Click the RTV Setup button to access the Select Receipts to Return page, where you can enter the information that is needed to return the items to the supplier. If this button is unavailable, the item is a PeopleSoft Inventory or Asset Management item, and you must Move the status of the receipt before you can enter an RTV.
	Click the Cancel button to access the Cancel Receipt page, where you can view a list of the items on the receipt and then either choose to cancel the receipt or return to the Manage Receipts page.

Receiving Stock As a Casual User

Pages Used to Receive Stock As a Casual User

Receive Items Page

Requisition Lines to Receive Tab

Purchase Order Details Tab

Receive Page

Reject Shipment Page

Receipt Header Comments Page

Asset Management Information Page

Inventory Putaway Information Page

Manage Receipts Page